Robo advice for mass-affluent investors keeps evolving. But brick-and-mortar advisors aren’t standing still. In fact, some traditional FAs are taking into their own hands ways to automate more sophisticated types of holistic planning – from philanthropy to tax strategies and healthcare issues.Read More
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After launching its robo for retail investors last summer, Fidelity Investments is forging ahead on a revamped technology platform for advisors. By mid-year, the asset manager and financial services custodian expects to offer its 3,000-plus customer base of RIAs and brokerages a whole new set of online tools to manage client portfolios.Read More
Dave Edwards, president of Heron Wealth, a New York City-based registered investment advisory firm, is considered an expert in the field of robo-advisory services (he's speaking at the Investment Advisor Association in late July on the following topic: "Practical Application of Robo Technology").Read More
Online investment firms are using algorithms to create diversified portfolios for clients. These “robo investors” are cheaper than financial planners and can create a tax-friendly strategy. The WSJ's Diana Jou finds out more.Read More
It's the season for setting new goals and drawing up New Year's resolutions. Here some financial planners share what theirs are for 2015, how they made them and how they intend to carry them out.Read More